ISNFX Mutual Fund
NAV$16.53
AUM$25M
TER1.22%
Holdings20
ISNFX Mutual Fund
NAV$16.53
Voya Solution 2030 Portfolio Advisor Class
AUM$25M
TER1.22%
Holdings20
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ISNFX Mutual Fund Overlap Analysis
ISNFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ISNFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, ISNFX may share significant positions with broad-market funds.
ISNFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ISNFX tax-loss harvesting finds highly correlated but non-identical funds.